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At a glance

Discipline: Attorney
Designations: CPA
Firm: Perry, Johnson, Anderson, Miller & Moskowitz
Website: perrylaw.net (opens in a new tab)
Located: Santa Rosa

Kim Marois

Attorney

Perry, Johnson, Anderson, Miller & Moskowitz — Santa Rosa

Practice

Estate Planning / Trust Administration

Areas of work

Administering estates and trusts
Analyzing proposed transactions for estate and gift tax implications
Charitable gift planning
Designing estate plans
Developing strategies to minimize potential estate and gift taxes
Drafting estate planning documents
Preparing estate and gift tax returns
Preparing fiduciary accountings
Probating wills and administering estates

At the council

Attends the dinner meetings through the October–May season and is listed in the member directory by discipline.